FullCircle Wealth’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Buy	1,092 +80	+8%	+$19.9K	0.1%	213
2025 Q1	$240K	Buy	1,012 +115	+13%	+$27.3K	0.1%	199
2024 Q4	$218K	Buy	+897	New	+$218K	0.09%	187